Steven Phillips is a CFP® professional with five years of industry experience, currently advising at Forvis Mazars Wealth Advisors, LLC. His prior roles include positions at Greenleaf Trust and Dixon Hughes Goodman Wealth Advisors. Forvis Mazars Wealth Advisors, LLC is an SEC-registered investment adviser serving individuals, families, retirement plans, institutions, and nonprofits. The firm offers financial planning, investment management, and consulting services, managing approximately $12 billion in assets and providing coordinated tax and accounting services through its affiliation with Forvis Mazars, LLP.

Garrett Minton is an advisor at Belpointe Asset Management LLC with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, Robinhood Markets, and The Vanguard Group. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and co- or sub-advisory relationships.

Bradley Williams is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and bringing 13 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining IFG Advisory and LPL Financial in 2021. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multi-faceted investment approach that integrates fundamental, technical, and cyclical analysis, offering comprehensive portfolio management and financial planning services.

Jody Howard is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at ORG Partners, LLC, Sanders Morris Harris LLC, Wealthshield Partners, LLC, and Equitable Advisors, LLC. Outside of advisory services, he is an independent insurance agent selling fixed and variable insurance products. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program for alternative investments.

Michael Kuckel is a CFA® charterholder with 17 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at Bank of America and Merrill. In addition to his advisory work, he serves as a pastor and elder at Greenville Community Church and teaches as an adjunct professor at North Greenville University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides customized asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Gerry Cieluch is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Mutual of Omaha and its affiliated entities since 1999. Outside of advisory services, he works as an insurance agent through Cieluch Insurance & Retirement Solutions, focusing on various insurance products including fixed annuities, health, life, and Medicare plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering both financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, delivering managed solutions through MOIS-approved model portfolios and third-party money managers.

Brian Barbee is a CFP® with seven years of industry experience, currently serving at Root Financial Partners. His background includes roles at Edward Jones and Fidelity. Prior to his financial career, he worked in apparel design at OOBE Apparel Design Group for three years. Root Financial Partners offers investment management and comprehensive financial planning for individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client goals and risk profiles, and provides educational programs and online academies separate from advisory services.

Joshua Spencer is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Palmetto Private Wealth, LPL Financial, and Edward Jones. Spencer is also a licensed insurance professional, dedicating a small portion of his time to insurance-related activities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing strategies tailored to clients’ objectives and risk tolerances.

Delores Thomsen is a financial advisor with Capital Investment Advisory Services, LLC in Greenville, SC, holding Series 63 and Series 65 credentials and 43 years of industry experience. She has been with Capital Investment Group, Inc. since 1993. Outside of her advisory role, she owns and operates Abstratika, an online art business. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a combination of analytical methods and regular portfolio reviews.

James Yarbrough Jr. is a financial advisor at SeaCrest Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Idle Hill Advisors LLC and Stonebridge Wealth Management, Ltd. SeaCrest Wealth Management is a multi-advisor firm serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a customized, long-term investment approach that combines fundamental and technical analysis and uses both internal and third-party artificial intelligence tools to support decision-making.

Noel Swain is a CFP® certified financial advisor with 42 years of industry experience. He is currently with The Fiduciary Alliance and previously worked for Cambridge Investment Research Advisors, Inc. for 10 years. Outside of his advisory role, he operates as an independent insurance agent through ProVest Wealth Advisors. The Fiduciary Alliance serves individual clients, including high-net-worth individuals, as well as retirement plans and other investment advisers. The firm offers discretionary portfolio management and comprehensive financial planning, utilizing a range of analytical approaches and third-party managers to tailor investment strategies.

Robert Moses is a financial advisor at The Fiduciary Alliance with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hornor Townsend and Kent, Inc. for 20 years before joining Purshe Kaplan Sterling Investments and Fiduciary Alliance in 2020. Outside of his advisory role, he is also involved in the sale of fixed and traditional insurance products. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a range of analytical approaches and offers the option to allocate to third-party managers, operating through multiple divisions and a network of supervised investment advisor representatives.

Timothy Bennett is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. He has held previous roles at Momentum Independent Network Inc., LPL Financial, and Waddell & Reed, Inc. Bennett also managed Bentley Development and Construction LLC, reflecting experience outside traditional finance. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm offers portfolio management and consulting services, employing a variety of analytical approaches and investment instruments while incorporating external model portfolios and third-party managers to tailor strategies to client objectives.

Thomas Pitts Jr. is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Simplicity Wealth, he worked at Bankers Life Advisory Services and Bankers Life Securities. He is also listed as an owner of a dormant LLC that formerly owned a restaurant. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm combines advisory services with technology solutions and employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, along with third-party managers and model portfolios that are actively monitored and rebalanced.

Robert Roach is a CFP® with 16 years of industry experience, currently serving as a financial advisor at BFC Planning, Inc. since 2017. He previously worked with Royal Alliance from 2010 to 2017. Outside of advising, Roach serves as Chair of the Programs Committee for the YMCA Caine Halter Board and is involved with the United Way of Greenville County’s Campaign Cabinet. He also acts as an agent for contract negotiations for professional golf players and holds a CFO role overseeing finances for a construction and design company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in assets and over 11,000 client relationships, offering flexible fee structures and access to multiple investment platforms and sub-advisers.

Michael Trent is a financial advisor with Trek Financial in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Trek Financial since 2018 and has prior experience at Horter Investment Management. Outside of his advisory role, he is co-owner of Beta-Blue Print, a software business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan fiduciary services. The firm employs a mix of strategic and tactical investment approaches, incorporating forward-looking portfolio construction, AI tools, and a diverse range of model strategies and alternative investment options.

Arlen Royalty is a financial advisor at OneAscent Financial Services LLC with credentials including Series 63 and Series 65 licenses. He has two years of industry experience and previously worked at The Nalls Sherbakoff Group, LLC. In addition to his financial career, Arlen is the owner and primary consultant of Whitestone Morgan, LLC, a business consulting firm focused on organizational design and development. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through several advisory teams. The firm offers a range of asset management, financial planning, and consulting services, utilizing both advisor-managed and model-based investment programs.

Tj Setro is a financial advisor with BFC PLANNING, Inc. in Spartanburg, SC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with BFC PLANNING since 2013 and concurrently associated with Berthel Fisher & Company Financial Services, Inc. since 2008. Outside of his advisory roles, he owns a business involved in life and health insurance sales. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, employing various platforms and investment strategies tailored to client needs.

Susan Campion is a financial advisor with First Citizens Asset Management, Inc. in Greenville, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with First Citizens Asset Management since 2012 and also works with First Citizens Investor Services, Inc. since 2016. First Citizens Asset Management provides investment advisory and sub-advisory services to individuals, trusts, corporations, institutional accounts, and municipal entities. The firm manages approximately $167 million on a discretionary basis through a multi-team platform of 33 advisors, employing global, multi-asset model portfolios across various implementation frameworks with dynamic asset allocation and ongoing monitoring.

Gregory Towner is a financial advisor at The Fiduciary Alliance with 15 years of industry experience. He holds the CFA® designation and Series 63 license and has been with The Fiduciary Alliance since 2016. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a combination of fundamental, technical, cyclical, and charting analysis in its investment approach and offers discretionary portfolio management alongside estate planning, risk management reviews, and access to third-party insurance resources.